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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,541 hedge funds and large institutions have $20.4B invested in Schwab US Dividend Equity ETF in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 660 increasing their positions, 548 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
-13
Holders Change %
-0.84%
% of All Funds
22.41%
Holding in Top 10
224
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.03%
% of All Funds
3.26%
New
105
Increased
660
Reduced
548
Closed
98
Calls
$116M
Puts
$54M
Net Calls
+$61.9M
Net Calls Change
-$38.6M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$791M
2
SLI
Sumitomo Life Insurance
Japan
$678M
3
AAS
Avantax Advisory Services
Texas
$643M
4
Bank of America
Bank of America
North Carolina
$590M
5
AF
Allworth Financial
California
$44.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$114M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$217M
3
Osaic Holdings
Osaic Holdings
Arizona
$262M
4
Ameriprise
Ameriprise
Minnesota
$484M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1201
Shakespeare Wealth Management
Wisconsin
$335K +$335K +12,927 New
AAG
1202
Armstrong Advisory Group
Massachusetts
$332K +$311 +12 +0.1%
CPA
1203
Capital Performance Advisors
California
$331K +$331K +12,756 New
TFM
1204
Trademark Financial Management
Minnesota
$331K -$1.24M -48,003 -79%
ME
1205
McIlrath & Eck
Washington
$330K – – –
HWP
1206
Heritage Wealth Partners
Ohio
$329K +$329K +12,702 New
OWP
1207
Obermeyer Wealth Partners
Colorado
$328K – – –
FWCM
1208
Ferguson Wellman Capital Management
Oregon
$326K -$612K -23,595 -65%
SSW
1209
Stone Summit Wealth
Florida
$326K -$4.04K -156 -1%
QCM
1210
Quantinno Capital Management
New York
$322K -$131K -5,073 -29%
SLT
1211
St Louis Trust
Missouri
$322K – – –
MC
1212
Montag & Caldwell
Georgia
$320K +$2.33K +90 +0.7%
GC
1213
GFG Capital
Florida
$320K +$29.2K +1,128 +10%
WP
1214
WMS Partners
Maryland
$316K -$20.8K -804 -6%
BlackRock
1215
BlackRock
New York
$311K +$311 +12 +0.1%
KWS
1216
Keystone Wealth Services
California
$311K +$311K +12,012 New
RWA
1217
River Wealth Advisors
Pennsylvania
$311K -$20.3K -783 -6%
BHWM
1218
Bar Harbor Wealth Management
New Hampshire
$311K – – –
PCP
1219
Proficio Capital Partners
Massachusetts
$311K – – –
WC
1220
Wynn Capital
Georgia
$311K – – –
WTC
1221
WhitTier Trust Company
Nevada
$311K – – –
FWM
1222
Fonville Wealth Management
Virginia
$309K +$309K +11,895 New
BWL
1223
Bogart Wealth LLC
Virginia
$308K -$20.9K -807 -6%
BWP
1224
Bernardo Wealth Planning
Pennsylvania
$308K +$105K +4,047 +52%
PAM
1225
Pegasus Asset Management
New York
$308K +$1.32K +51 +0.4%
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